Principle Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $618K | Hold |
|
|||||
|
2025
Q2 | $826K | Buy |
|
|||||
|
2025
Q1 | $1.05M | Hold |
|
|||||
|
2024
Q4 | $978K | Hold |
|
|||||
|
2024
Q3 | $856K | Hold |
|
|||||
|
2024
Q2 | $710K | Sell |
|
|||||
|
2024
Q1 | $790K | Sell |
|
|||||
|
2023
Q4 | $659K | Hold |
|
|||||
|
2023
Q3 | $561K | Hold |
|
|||||
|
2023
Q2 | $626K | Sell |
|
|||||
|
2023
Q1 | $565K | Sell |
|
|||||
|
2022
Q4 | $518K | Buy |
|
|||||
|
2022
Q3 | $458 | Buy |
|
|||||
|
2022
Q2 | $320K | Sell |
|
|||||
|
2022
Q1 | $407K | Hold |
|
|||||
|
2021
Q4 | $416K | Hold |
|
|||||
|
2021
Q3 | $435K | Hold |
|
|||||
|
2021
Q2 | $429K | Hold |
|
|||||
|
2021
Q1 | $477K | Sell |
|
|||||
|
2020
Q4 | $474K | Buy |
|
|||||
|
2020
Q3 | $206K | Hold |
|
|||||
|
2020
Q2 | $195K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $231K | Hold |
|
|||||
|
2019
Q3 | $207K | Buy |
|